A complete list of active advisors currently associated with St. Louis Financial Planners Inc.

Warmer can help you find a great advisor at St. Louis Financial Planners Inc. or one who fits your needs even better.

St. Louis Financial Planners, Inc. provides discretionary and non-discretionary investment supervisory services and comprehensive financial planning—covering retirement, tax, estate, college planning, cash-flow analysis and risk management—to individuals and institutional entities such as 401(k) plans, trusts and charitable organizations. The firm manages a small client base (about 18 clients) with roughly $5.7 million in assets under management and primarily serves individual and plan clients rather than high-net-worth households. The firm combines technical and fundamental analysis and implements portfolios using exchange-traded funds, no-load index funds and individual equities, offering both income-focused and ETF growth-and-income strategies and, when appropriate, engaging sub-advisors. It also provides advice on less-common instruments for a team firm, including limited partnership interests, commodity-pool and futures exposure and commercial real-estate REITs, which can add complexity and differentiated risk profiles to client programs. St. Louis Financial Planners is affiliated with a separate registered adviser, St. Louis Financial Planners Asset Management LLC, and uses formal referral, revenue- and expense-sharing arrangements with that affiliate, a structure that is atypical among peer teams. Representatives also sell life insurance and annuities through third-party brokerages and receive commissions, so the firm combines advisory services with other financial-product sales.

To learn more about the advisors currently working at St. Louis Financial Planners Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.